CIK: 0001660203
申报总市值
US$10.0亿
仅显示前 200 大持股（共 989 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | ETF-其他 | 7.00% | — | +3.55% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.41% | — | +10.04% | |
| 3 | ✓ | Ishares Tr | 股票-其他 | 4.58% | — | +8.24% | |
| 4 | MBB | Ishares Mbs ETF | ETF-其他 | 3.51% | — | +9.49% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 3.34% | — | +12.22% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.24% | — | +623.27% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 3.15% | — | +16.59% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 2.89% | — | +16.32% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.85% | — | -5.99% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.45% | — | +5.52% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.31% | — | +10.52% | |
| 12 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 2.20% | — | +2.10% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.90% | — | +4.57% | |
| 14 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 1.75% | — | -6.00% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.39% | — | +17.92% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.25% | — | -7.25% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.19% | — | -14.59% | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.15% | — | +4.05% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.09% | — | +97.28% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.07% | — | -1.42% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.95% | — | +7.65% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | +2.97% | |
| 23 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.88% | — | +0.69% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.88% | — | -15.80% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.86% | — | +1.77% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.85% | — | -1.32% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.82% | — | -70.92% | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.82% | — | +30.37% | |
| 29 | CMI | Cummins INC | 股票-工业 | 0.80% | — | +5.26% | |
| 30 | VZ | Verizon Communications INC | 股票-通信服务 | 0.79% | — | +4.72% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | +0.65% | |
| 32 | TXN | Texas Instruments INC | 股票-科技 | 0.63% | — | +5.12% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | — | -22.77% | |
| 34 | MDT | Medtronic plc | 股票-医疗保健 | 0.61% | — | +3.80% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +8.78% | |
| 36 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.59% | — | +32.44% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.57% | — | +7.45% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | — | +2.72% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.56% | — | +6.37% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | — | -18.66% | |
| 41 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.51% | — | +12.31% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | — | -1.27% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 0.47% | — | +26.32% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.47% | — | +800.21% | |
| 45 | WMT | Walmart INC | 股票-非周期性消费 | 0.47% | — | +1.26% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.46% | — | +5.22% | |
| 47 | CSCO | Cisco Systems INC | 股票-科技 | 0.45% | — | +0.45% | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.43% | — | -0.04% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.43% | — | +0.89% | |
| 50 | MMM | 3m Co | 股票-工业 | 0.40% | — | -3.38% |